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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area -- Ignore unavailable to you. Want to Upgrade?


To: jayt who wrote (17451)2/9/2006 6:34:58 PM
From: Crossy  Read Replies (1) | Respond to of 37387
 
Jayt..
some comments from an investor NOT in bed with biotechs at the moment <g>

IYXI.OB is quite interesting.. it's a "drug delivery" and/or generics/specialty pharma type of company with recurring revenue already. Way lower risk than classic biotech.. I would take a look at that one..

hope this helps
CROSSY



To: jayt who wrote (17451)2/9/2006 8:12:22 PM
From: fedman  Read Replies (1) | Respond to of 37387
 
Thanks. I will look at them with Crossy's insights in mind. I will say that regarding my two picks (YMI and NERX) that the tricky part is that I'm relying on the expertise of others regarding the products coming out of the pipeline. The companies financial condition does not play into my "model".

YMI is from my brother who works at medarex. He's a Ph.d. in Genetics from Harvard and works with in drug development on the business side.

The second, NERX is because of the manager of the MPM bioequities hedge fund, who I believe would never gamble such a stake on a shot in the dark.

With big pharma, I'm able to read up and do more research, with the little miracle drug plays, it's just flying by the seat of my pants.

Thanks again for the info.



To: jayt who wrote (17451)2/10/2006 8:06:36 AM
From: tom pope  Respond to of 37387
 
FWIW, there is a PPHM thread on SI. It doesn't seem to be followed by any of the SI biotech heavy hitters, however.

Subject 37332